FamilyWealth has entered into an settlement with Libertas Money Management to offer prosperity management expert services to their current shopper network
DENVER, June 02, 2022 (World NEWSWIRE) — Major monetary expert services business FamilyWealth, a Denver, Colorado-dependent Registered Financial investment Advisor, announces that Libertas Capital Management, a Frisco, Texas-based firm has been proven as an unbiased department of FamilyWealth to offer you wealth management expert services to its network of clientele.
“With above 15 many years of experience in the monetary companies business, the Libertas crew performs with their significant consumer network in creating a individualized prepare to not only support achieve their financial objectives, but also depart a legacy for the types they appreciate. We are very psyched to have this dynamic group lover with FamilyWealth,” stated Invoice Oakley, Taking care of Companion & Expenditure Advisor at FamilyWealth.
“Libertas Funds Management provides a wide variety of merchandise and companies to support people and organization proprietors shield and grow their monetary potential, but we saw a will need to additional increase our wealth management choices,” stated Jeremy Patton, CEO of Libertas Funds Management and Patton Financial Companies, an unbiased insurance coverage and annuity agency with 35 agents and almost 9,000 shoppers.
He ongoing, “We like the FamilyWeath tale and their determination to developing an advisory agency that utilizes the greatest in wealthtech to aid their partners succeed. Partnering with Loved ones Prosperity usually means that we can give a significant variety of monetary solutions and services to consumers from all walks of lifetime.”
FamilyWealth offers monetary products and services and technology remedies to advisers and firms nationwide. The FamilyWealth system is a digital WealthTech ecosystem that provides together a suite of resources, which include CRM, Analytics, Unified Managed House Accounts, Digital Account Opening, Asset Management, Proposal Era, and Compliance into a customizable portal, identified as My AdvisorViewTM.
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